Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 5
- +2 vs. Q1 2025
- Portfolio value
- $2.38B
- +$920.3M (+62.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 19,344,621 | $1.92B | 80.8% | +3,946,646+25.6% | Added | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 4,129,618 | $387.4M | 16.3% | +206,414+5.3% | Added | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 768,424 | $38.0M | 1.6% | +768,424 | New | History |
| MRUSMerus N.V. | COM | 395,738 | $21.0M | 0.9% | +395,738 | New | History |
| ALLOAllogene Therapeutics, Inc. | COM | 10,479,791 | $12.4M | 0.5% | +30,000+0.3% | Added | History |